As a Financial Advisor at Wealth Design Group, she is motivated by helping single women and their families in her community develop and achieve financial goals that are unique to their financial picture. More specifically, she specializes in financial planning, retirement accounts, business retirement plans, gifting or giving strategies, education funding, debt management, social security income planning, and portfolio management. She constantly keeps her clients’ best interests in mind when making recommendations and developing a solid financial plan for their goals and needs. She strives to be a woman’s caring and knowledgeable advocate throughout the journey of reaching her financial independence.
She has served in the financial industry since 2008. As a single mother, her own experiences led her to a career in the financial services industry to help women achieve financial wellness and advise them on their holistic financial picture. She finds it fascinating when her clients share their diverse backgrounds and stories with her and developing long-lasting relationships with them makes her desire for their success even stronger.
Sharda currently lives in Salinas with her husband, Nate, and their dogs. When she is not servicing her clients, she enjoys volunteering with the Salinas Downtown Rotary Club, Serving on the board of Tatum’s Garden Foundation, training her dogs, exploring the outdoors, and spending time with her new granddaughter.
Learn more:
https://www.wealthdesigngroup.com/
Mike Saunders, MBA
Recent episodes from Mike Saunders, MBA (see all)
- Interview with Mario G. Taffo, Federal Benefits Consultant on Understanding FERS Benefits and Retirement Planning - December 20, 2024
- Interview with Andrew Hanson Vice President of Generations Wealth Management Discussing Overcoming Financial Fears and Challenges - December 18, 2024
- Interview with Andrew Hanson Vice President of Generations Wealth Management Discussing Creating A Financial Plan for the Future - December 18, 2024
